Generally speaking, each of the ETFs used in Appleton Group Wealth Management’s core portfolios (Appleton Group Portfolio, Appleton Group PLUS Portfolio, and Appleton Group Tax Managed Growth Portfolio) is demonstrating a supportive rising price trend at the present time.
The market has remained cooperative over the past four months or so, and as such we have continued to remain fully invested in each of these positions.
Strongest upward trends include U.S. real estate (IYR), commodity-based equities (XLB), U.S. value equities (IWD), and U.S. growth equities (QQQQ).
We are seeing only slight deterioration in foreign emerging markets (VWO), and high yield bonds (JNK). However, neither of these has deteriorated to the point that any action is required at the present time.